Senior Account Manager, Captive Insurance

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main relationship manager for a portfolio of captive insurance clients.

• Cultivate and sustain relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners.

• Facilitate client meetings and engage in board meetings and strategic planning discussions.

• Articulate financial, regulatory, and operational matters both in writing and verbally.

• Review and supervise the preparation of financial statements and their supporting schedules.

• Examine account reconciliations, journal entries, and accounting deliverables.

• Ensure adherence to accounting standards and regulatory mandates.

• Assist with statutory reporting and NAIC-related submissions.

• Oversee domicile regulatory filings, annual reports, premium tax submissions, and other regulatory obligations.

• Collaborate with regulators and external service providers to guarantee timely compliance.

• Aid clients with regulatory inquiries and examinations.

• Manage annual financial statement audits and regulatory assessments.

• Coordinate information requests, documentation, and communications among auditors, regulators, and clients.

• Review audit deliverables and ensure prompt resolution of issues.

• Mentor and guide junior accounting and account management personnel.

• Support training, development, and technical coaching initiatives.

• Evaluate work products and provide constructive feedback.

• Promote collaboration, accountability, and service excellence across account teams.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Required experience in insurance accounting, regulatory reporting, audits, examinations, and client account management.

• A minimum of 6 years of progressive experience in accounting, captive management, or insurance accounting.

• Captive insurance experience is essential.

• CPA designation is preferred.

• Capability to manage competing priorities in a deadline-oriented environment.

• Strong organizational, analytical, and project management skills.

• Excellent verbal and written communication abilities.

• Proven experience in managing client relationships and acting as a primary point of contact.

• Robust understanding of GAAP and statutory insurance accounting principles.

🏝️ Benefits

• A specialized, client-facing career in captive insurance.

• Opportunity to develop deeper technical expertise through more complex account responsibilities.

• Expansion of review responsibilities.

• Support in the development of junior team members.

• Collaboration with seasoned SRS colleagues and external stakeholders.

• Opportunities for growth within a niche industry.

• An equal opportunity workplace committed to respect, inclusion, and equal opportunity.